Filipe R Costa

Meet the European bank bucking the trend

Meet the European bank bucking the trend

7 mins. to read

Banco Santader buys Banco Popular It’s always intriguing to read in the news that one big European bank just purchased another, in particular at a time the clouds hanging over European banks are dark and wide. But perhaps those clouds are not as large as many perceive, or maybe they don’t cover the whole European…

Should you give in to Bitcoin fever?

Should you give in to Bitcoin fever?

6 mins. to read

I just came accross an article on CNBC about a trader from Saxo Bank who predicts that Bitcoin will be worth $100,000 in 10 years time, as cryptocurrencies gain market share in the highly liquid foreign exchange market. While 10 years is still a long time to wait for such a bold prediction to materialise,…

A New Foundation for American Greatness?

A New Foundation for American Greatness?

5 mins. to read

The budget document is unrealistic… Investors have been anxiously waiting for Trump’s budget proposals, to see if the fiscal shock they have been waiting for has any chance of materialising into a real deal. A big step came on Tuesday, when the government presented its budget for the 2018-2027 period. But, as with everything else…

Are valuations now dangerously stretched?

Are valuations now dangerously stretched?

6 mins. to read

Stretched Valuations Since the beginning of the year, I have been drawing the attention of the reader to the lack of volatility in U.S. markets, as such a high level of complacency is extreme by historical standards and is not supported by current fundamentals. Recently, the VIX (INDEXCBOE:VIX) fell below 10, which is a rare…

Apple’s recovery lacks solid foundations

Apple’s recovery lacks solid foundations

7 mins. to read

Not good enough Apple has just released its earnings for the quarter ending 1 April, reporting revenues of $52.9 billion, earnings per share of $2.10, a profit margin of 38.9% and an enviable accumulated cash balance of more than a quarter trillion dollars! The company increased its quarterly dividend payments by 10.5% to 63c per…

Sweeten your portfolio with cocoa

Sweeten your portfolio with cocoa

1 mins. to read

In this instalment of The Macro Investor, I’m going to lay the foundations for a long position in cocoa. A solitary undertaking, sound investment comes from developing an alternative, contrarian, view and opposing the crowd when sentiment is extreme. When everybody is pessimistic about the prospects for a market, we hit ground zero. From that…

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